Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Eagan is a registered representative of Raymond James Financial Services Advisors, Inc. located in Downers Grove, Illinois. Kelly has been in the financial services industry since 2004 and has held various positions with firms such as Morgan Stanley, Chase Investment Services Corp., and BANC ONE SECURITIES CORPORATION. Kelly specializes in providing financial planning and investment management services to individuals, businesses, and retirement plans. Kelly is committed to providing her clients with personalized financial advice and strategies designed to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
10/19/2018 - Present
Raymond James Financial Services Advisors, Inc. (Downers Grove IL)
IL
05/05/2017 - 10/22/2018
MORGAN STANLEY (OAK BROOK IL)
IL
07/06/2005 - 03/31/2006
CHASE INVESTMENT SERVICES CORP. (OAK BROOK IL)
IL
06/10/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 09/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/08/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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